Edward Jones-Financial Advisor: Liam Radtke

Edward Jones-Financial Advisor: Liam Radtke ​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Many people delay making an estate plan until later in life. But unexpected events can happen at any stage. That's why w...
11/08/2024

Many people delay making an estate plan until later in life. But unexpected events can happen at any stage. That's why we believe in enacting an estate strategy to help protect your family and leave the legacy YOU choose, sooner rather than later.

Choose the tools you’ll use

In an Edward Jones Select Account, you can design a portfolio that fits your goals with a range of investment choices in...
11/07/2024

In an Edward Jones Select Account, you can design a portfolio that fits your goals with a range of investment choices including stocks, bonds, CDs, mutual funds, ETFs and annuities. We provide the framework — YOU decide how you want to use it. Learn more about your options here.

Features at a glance

We strongly believe in personalizing financial strategies to fit each person's unique goals. That's why we offer a spect...
11/01/2024

We strongly believe in personalizing financial strategies to fit each person's unique goals. That's why we offer a spectrum of account types and options. Browse our choices and let's talk about how we can partner to help keep your financial journey on track.

Investing isn't one-size-fits-all. Learn how we approach our fees and pricing. www.edwardjones.com/us-en

World Savings Day may fall on the same date as Halloween, but it's nowhere near as spooky. It reminds us how important s...
10/31/2024

World Savings Day may fall on the same date as Halloween, but it's nowhere near as spooky. It reminds us how important saving for the future WE envision can be. Check out our investment calculator to see the power of long-term saving and investing. Then call me to discuss a strategy for helping you improve your financial stability.

What’s the impact of saving over time? Enter an investment amount to see the power of long-term savings.

10/30/2024

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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Many people question whether their money will last through the entirety of their retirement years. One of the ways you c...
10/29/2024

Many people question whether their money will last through the entirety of their retirement years. One of the ways you can feel more confident is to prepare for the future with the help of a financial advisor. Another way is focusing on what you can control now — your spending habits.

Will my money last?

Certificates of deposit (CDs) are typically considered among the lowest risk investment options, but whether they could ...
10/28/2024

Certificates of deposit (CDs) are typically considered among the lowest risk investment options, but whether they could work well for YOU depends on your long-term financial goals. Call me to discuss how CDs could fit into your investment strategy.

See Edward Jones' tips when buying CDs.

Social Security benefits play an important role in many people's retirement plans. We recommend deciding when to start t...
10/24/2024

Social Security benefits play an important role in many people's retirement plans. We recommend deciding when to start taking those benefits by viewing it through a "LENS" perspective—Life Expectancy, Employment, Need and Spouse.

Some things to think about – from your life and family, to how taxes may impact your decision.

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with...
10/23/2024

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

Practical and proven strategies you can take to become a more tax-efficient investor.

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs aft...
10/22/2024

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs after your death and help minimize unnecessary fees and taxes. Watch this video to learn how a team of professionals can help you find the right plan for you.

Learn how and where to start

I get it! Budgeting tasks can leave people feeling frustrated. But well-done budgeting can empower you to feel more in c...
10/21/2024

I get it! Budgeting tasks can leave people feeling frustrated. But well-done budgeting can empower you to feel more in control of your finances. Check out these steps to help you budget more productively and then plan for a nice treat or fun activity (that fits your budget!) after tackling that task.

Know where your money goes

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications ...
10/18/2024

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock markets and bond markets.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

Address

725 Cool Springs Boulevard Suite 370
Franklin, TN
37067

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16153767888

Website

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